CA
ES icon

Clearstead Advisors’s Eversource Energy ES Stock Holding History

Clearstead Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Buy
4,016
+2,244
+127% +$159K ﹤0.01% 885
2025
Q4 		$119K Sell
1,772
-654
-27% -$45.9K ﹤0.01% 1075
2025
Q3 		$173K Buy
2,426
+914
+60% +$59.9K ﹤0.01% 912
2025
Q2 		$96.2K Buy
1,512
+817
+118% +$50.3K ﹤0.01% 1074
2025
Q1 		$43.2K Buy
695
+115
+20% +$6.86K ﹤0.01% 1207
2024
Q4 		$33.3K Sell
580
-216
-27% -$13.5K ﹤0.01% 1260
2024
Q3 		$54.1K Buy
796
+160
+25% +$10.3K ﹤0.01% 1188
2024
Q2 		$36.1K Buy
636
+624
+5,200% +$37K ﹤0.01% 1239
2024
Q1 		$736 Sell
12
-144
-92% -$8.28K ﹤0.01% 1427
2023
Q4 		$9.63K Sell
156
-372
-70% -$21.4K ﹤0.01% 1066
2023
Q3 		$30.7K Buy
528
+488
+1,220% +$32.5K ﹤0.01% 958
2023
Q2 		$2.84K Hold
40
– – ﹤0.01% 1107
2023
Q1 		$3.13K Sell
40
-78
-66% -$6.16K ﹤0.01% 1076
2022
Q4 		$9.89K Buy
118
+73
+162% +$5.79K ﹤0.01% 904
2022
Q3 		$4K Buy
+45
New +$3.97K ﹤0.01% 995
2021
Q4 		– Sell
-45
Closed -$4K – 1321
2021
Q3 		$4K Sell
45
-32
-42% -$2.78K ﹤0.01% 1048
2021
Q2 		$6K Buy
+77
New +$6.48K ﹤0.01% 851
2021
Q1 		– Sell
-35
Closed -$3K – 1136
2020
Q4 		$3K Buy
+35
New +$3.12K ﹤0.01% 847

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors's ES Position: Q1 2026 in Review

Clearstead Advisors increased its Eversource Energy (ES) stake by 127% in Q1 2026, buying an estimated $159K and bringing the position to 4,016 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Clearstead Advisors first reported a position in ES in Q4 2020 and has held it in 18 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Clearstead Advisors held 4,016 shares of Eversource Energy worth $278K as of Q1 2026.
  • Clearstead Advisors bought 2,244 Eversource Energy shares in Q1 2026, an estimated $159K.
  • Eversource Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #885 holding.
  • Clearstead Advisors first reported a position in Eversource Energy in Q4 2020 and has held it in 18 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.